Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,321 institutions that hold shares in the stock, with a total of 764 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
2,626
shares
|
$622,440
0.05% of portfolio
|
Q4 2025
Added 9.92%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
2,625
shares
|
$622,203
0.18% of portfolio
|
Q3 2025
Added 29.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,625
shares
|
$622,203
0.04% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
2,620
shares
|
$621,018
0.04% of portfolio
|
Q4 2025
Reduced 82.4%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,619
shares
|
$620,781
0.1% of portfolio
|
Q3 2025
Reduced 49.62%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
2,617
shares
|
$620,307
0.28% of portfolio
|
Q3 2025
Added 146.89%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
2,616
shares
|
$620,070
0.17% of portfolio
|
Q3 2025
Added 18.59%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,611
shares
|
$618,885
0.28% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,609
shares
|
$618,411
0.06% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,603
shares
|
$616,989
0.01% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
2,601
shares
|
$616,515
0.34% of portfolio
|
Q3 2025
Added 16.58%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
2,598
shares
|
$615,803
0.16% of portfolio
|
Q3 2025
Reduced 77.36%
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
2,585
shares
|
$612,722
0.16% of portfolio
|
Q4 2025
Reduced 8.79%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
2,578
shares
|
$611,063
0.36% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
2,576
shares
|
$610,589
0.14% of portfolio
|
Q3 2025
Added 33.26%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,572
shares
|
$609,641
0.12% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
2,571
shares
|
$609,404
0.45% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
2,569
shares
|
$608,930
0.12% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,565
shares
|
$607,981
0.18% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,565
shares
|
$607,981
0.38% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,563
shares
|
$607,507
0.01% of portfolio
|
Q3 2025
Reduced 98.36%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
2,556
shares
|
$605,848
0.37% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
2,546
shares
|
$603,478
0.01% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
2,528
shares
|
$599,211
0.25% of portfolio
|
Q4 2025
Added 28.98%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
2,518
shares
|
$596,841
0.03% of portfolio
|
Q3 2025
Added 52.42%
|
|